Product Manager, Salesforce Financial Services Cloud
About The Position
As a Product Manager for Financial Services Cloud, you will be at the forefront of driving innovation in advisor and client engagement. You’ll serve as the bridge between business needs and technology solutions, ensuring that Salesforce is optimized as a strategic platform to support our wealth management practices. You will manage the product roadmap, from discovery to delivery, ensuring solutions enhance advisor productivity, elevate the client experience, and meet regulatory and compliance standards. Acting as a relationship manager, and facilitator you will collaborate with stakeholders across business units to design, implement, and continuously improve Salesforce capabilities.
Requirements
- Bachelor’s degree in Business, Computer Science, Information Systems, Finance, or related field.
- 3+ years of experience in wealth management, fintech, or digital product management, with at least 2 years focused on Salesforce platform management.
- Strong understanding of wealth management services, advisor workflows, and compliance requirements.
- Hands-on experience with Salesforce configuration, integrations, and AppExchange solutions.
- Strong understanding of artificial intelligence, machine learning, and their applications in operational settings.
- Agile project management and SDLC knowledge.
- Excellent communication skills with ability to bridge technical and non-technical stakeholders.
- Experience communicating complex technical concepts to a variety of audiences with ability to bridge technical and non-technical stakeholders.
- Analytical mindset with experience in using data to drive product decisions and measure success.
- Experience managing multiple simultaneous projects.
Nice To Haves
- MBA or Salesforce certifications (Administrator, Platform App Builder, Sales/Service Cloud) preferred.
Responsibilities
- Own the Salesforce FSC product roadmap, aligning platform capabilities with advisor needs, business goals, and regulatory requirements.
- Collaborate with advisors, operations teams, compliance, and IT to capture requirements, translate them into user stories, and prioritize features that drive measurable impact.
- Champion Salesforce as a CRM and client engagement hub, ensuring seamless integration with portfolio management, financial planning, and communication tools.
- Manage the agile delivery process, working closely with Salesforce developers, admins, and integration partners to deliver releases on schedule.
- Implement processes and features that maintain data quality, security, and compliance with wealth management regulations.
- Promote user adoption through targeted training, documentation, and ongoing feedback loops, ensuring advisors maximize Salesforce capabilities.
- Leverage analytics to evaluate feature performance, identify opportunities for enhancement, and iterate for continuous improvement.
Benefits
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- Mother’s lounge onsite
- Flexible PTO plan
- Hybrid work schedule (minimum of 3 days in office)
- Free brand-new gym in the Chicago office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Base salary of $130,000- $150,00 plus discretionary bonus (exact base salary amount will be dependent on experience)
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
501-1,000 employees
